Energy
Enterprise PMO Transformation to streamline Project Delivery
Primary Area
Organizational Project Management (OPM)
Service Area
Project Management
Products Used
Project Online, Power Platform
Roles Impacted
Portfolio Managers, Program Managers, Project Managers, Resource Managers, Project Accountants, Business Analysts, OCM
Impact Highlight
Established Project Center of Excellence (PCoe)
Opportunity
A Fortune 100 oil & gas company wanted to elevate its project delivery but lacked a unified PMO framework. The situation presented an opportunity to streamline how budgets, resources, and value were governed across more than 300 annual capital and expense-centric projects.
Fragmented budgeting models across departments leading to high forecast variance.
No single source of truth for schedules, risk registers, and documents; manual consolidation in Excel and email.
Disconnected legacy tools (Primavera P6, SharePoint 2013 team sites, network drives) blocking portfolio visibility.
Limited resource capacity insights resulting in double‑booking of critical engineering roles.
Inconsistent project stage‑gate process and unclear value realization tracking.
Solution
Our consultants mobilized cross‑functional workstreams in people, process, and technology to realize the client’s vision of an enterprise PMO. Leveraging Microsoft’s cloud technology stack, we architected and implemented an integrated Project Online, Teams, and Power Platform solution that replaced siloed systems and automated governance.
People: Facilitated change‑management workshops, upskilled project managers on Microsoft PPM best practices, and established a PMO Optimization & Automation team.
Process: Standardized portfolio intake, gated approvals, risk scoring, and benefit tracking aligned to PMI guidelines.
Technology:
Deployed Project Online for centralized schedules, cost, and resource management.
Configured Teams with template channels and Power Apps tabs for collaborative project workspaces.
Built Power Automate flows to route approvals, sync risk logs, and manage documents in Teams SharePoint Online.
Developed a self‑service Power App that migrated legacy Excel cost trackers and ServiceNow tickets into Project Online entities.
Integrated customer service incidents to resolve project-related issues timely.
Replaced legacy Primavera P6 workflows with modern Power Platform components, reducing licensing costs by 40%.
Impact
The client now operates a data‑driven PMO with all portfolio, program, and project data surfaced through real‑time Power BI dashboards. Our solution unified project types and approval gates, cutting manual reporting time by 80% and enabling leadership to reallocate capital through informed prioritization.
Centralized Project Online and Power Platform environment adopted across business units within six months.
Live resource capacity view surfacing over‑allocation, leading to fast resource allocation conflict resolution.
Automated stage‑gate compliance improved on‑time approvals to stay within acceptable range.
Power BI insights accelerated monthly portfolio reviews from two days to one hour.
Retirement of legacy tools and spreadsheets annual support and licensing.
PMO maturity advanced from Level 1 (Ad‑hoc) to Level 4 (Managed) on the OPM3 scale.